Forum

One of the core beliefs of 1st Global is that thought leadership is critical to CPA firm growth and success. The firms that affiliate with 1st Global rely upon the progressive ongoing education that is derived from the primary research we perform on the accounting and financial services industries. The following articles have been published in leading accounting and investment journals. We encourage you to weigh in on the articles and interviews posted here. We want to hear your voice!

Add together prolonged low interest rates to advances in both health care and life expectancy, sprinkle in spiraling costs of healthcare and you have a recipe for major change in the long-term care (LTC) insurance industry. (more)

With financial markets riding high and tax season behind us, many CPA firms that sat on the sidelines are now re-engaged and looking for new ways to boost their bottom lines and explore the growth component our industry: wealth management. (more)

Do you value your clients? Are you doing everything you possibly can on their behalf? Do they view your firm as a leader in the community? If you’re not answering yes to all of these questions, then it’s time to start thinking about hosting a client seminar. (more)

The professional financial advisory industry has catered to only one gender for too long. Soon, financial advisors who aren’t prepared to build relationships with women clients will find themselves missing out on a $22 trillion opportunity. (more)

“Art imitates life.” – this familiar adage rings true, I believe, especially in cinema. Some of Hollywood’s great movies hold vital lessons for us about our “why.” The larger-than-life characters on the big screen can lead us to realize who we each are deep down, why we care; what stirs our passions. (more)

While markets have tended to well over the long term, many equity and fixed income investors have underperformed. Why? The underperformance is often due to poor investor behavior, such as buying at market peaks and selling at market lows. (more)

Everyone wants a safe, stable and certain flow of income to sustain their ideal retirement. But if you were to ask five different relatives and friends what retirement means to them, you would likely receive five different answers. As such, there cannot be a one-size-fits-all solution for how to create a sustainable income plan for retirement. (more)

One of the advantages offered by qualified retirement plans is the ability to acquire life insurance on plan participants using existing plan assets and future contributions to pay the premiums. (more)

Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.